- Concentrated – 15-25 all-cap companies
- High Active Share – The portfolio is consistently 90% different from the market
- Growth – Focused on high-quality companies that can compound over time
- Long-term – We believe shareholders are rewarded for long-term investing and our portfolios are designed to grow through all periods of the economic cycle while seeking protection against permanent capital impairment
- Owner Mentality – Our investment criteria identify companies with sustainable competitive advantages, high barriers to entry, strong balance sheets, and owner-oriented management
Multi-Cap Growth Equity
We construct concentrated portfolios of high-quality growth companies with improving fundamentals purchased with a value discipline. We believe that by having a long-term point of view, we can focus on the true drivers of economic growth rather than short term distractions.– Quoc Tran, Chief Investment Officer and Managing Partner.